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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Lavo (CRD# 1185209) is an Investment Advisor Representative working at Mml Investors Services, LLC in Endicott, NY and has over 40 years of experience in the finance industry.
Christa Perry (CRD# 5618621) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 14 years of experience in the finance industry.
Kevin Porter (CRD# 2652928) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 28 years of experience in the finance industry.
Christopher Yurko (CRD# 5660542) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Endicott, NY and has over 14 years of experience in the finance industry.
Robert Ainslie (CRD# 4176455) is an Investment Advisor Representative working at Morgan Stanley in Ithaca, NY and has over 23 years of experience in the finance industry. Robert Ainslie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lisa Anderson (CRD# 2135902) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Binghamton, NY and has over 16 years of experience in the finance industry.
Keith Baier (CRD# 4403569) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Ithaca, NY and has over 22 years of experience in the finance industry. Keith Baier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Barber (CRD# 4286870) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 23 years of experience in the finance industry.
Ryan Barden (CRD# 5929634) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 10 years of experience in the finance industry.
Andrea Bedosky (CRD# 6348734) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 5 years of experience in the finance industry.